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    Improving Your Skills inUsability Testing

    CHI 2002 Tutorial

    Rolf Molich

    DialogDesign

    Skovkrogen 3,

    3660 Stenlose

    Denmark

    [email protected]

    April 2002

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    Advanced Usability Testing Methodology Agenda and Introduction

    CHI2002 A- 2 DialogDesign 2002

    Table of Contents

    A. Agenda and Introduction

    1. Table of Contents A-2

    2. Agenda A-3

    3. Abstract A-5

    4. Objectives of the Course A-6

    5. Instructor Biography A-7

    B. Copies of Slides

    6. Tutorial Introduction B

    7. Designing a Usability Study B

    8. Tasks and Scenarios B

    9. Identifying and Describing Usability Problems B

    10. Communicating Results B

    11. Conclusion B

    C. Exercises

    12. Exercise 1: Evaluation Methods (includes Client Scenario) C-1

    13. Exercise 2: Review Usability Test Tasks C-14

    14. Exercise 3: Usability Problem Description C-22

    D. Other

    15. Usability Report CUE-2 Team A

    16. Comparative Usability Evaluation paper (CUE-1 paper)

    Presented at the UPA 1998 conference

    17. Comparative Usability Evaluation paper (CUE-2 paper)

    18. Tips and Tricks for a Better Usability Test

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    Advanced Usability Testing Methodology Agenda and Introduction

    CHI2002 A- 3 DialogDesign 2002

    Agenda9.00 9.30 Introduction

    - Overview of tutorial.

    - What is quality in usability testing.

    - The Comparative Usability Evaluations (CUE-1 and CUE-2).

    - Survey of related work.

    - The usability lifecycle (taxonomy).

    9.30 10.00 Exercise 1: Evaluation Methods

    - Students will review the study designs used in CUE-2 and identify which

    approaches most suitably meet the requirements of the client scenario.

    10.00 10.30 Designing a Usability Study

    - Methods used in CUE: Inspection, Inquiry and Testing

    - The Methodological Effect: How results varied based on methodology used in

    CUE.

    10.30 11.00 Break

    11.00 11.45 Exercise 2: Review Usability Test Tasks

    - Each group will review some of the usability test scenarios used in CUE-2 for

    testing www.Hotmail.com.

    11.45 12.30 Tasks and Scenarios

    - The Scenario Effect: How usability test scenarios impact the outcome of a

    usability study.

    - Scenarios used by CUE teams.

    - What makes a good usability test scenario?

    12.30 14.00 Lunch Break

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    Advanced Usability Testing Methodology Agenda and Introduction

    CHI2002 A- 4 DialogDesign 2002

    14.00 14.30 Identifying and Describing Usability Problems

    - What is a usability problem?

    14.30 15.00 Exercise 3: Usability Problem Description

    - Review problem descriptions in the CUE reports. Identify desirable and

    questionable elements of a usability problem description.

    15.00 15.30 Communicating Results

    - Various means of communicating results (other than reports).

    - The Report Effect: How the usability report can determine the impact your

    findings have on directing change in the product development cycle.

    - Checklists: Required characteristics of a usability report.

    15.30 16.00 Break

    16.00 17.00 Tips and Tricks

    Students will select 2 of the following topics for an in-depth discussion at the

    tutorial:

    - Finding good test participants

    - Performing tests.

    - Testing intermediate and advanced users.

    - International usability testing.- Assessing the quality of a usability consultancy.

    17.00 17.20 Conclusion

    - Critical comments on CUE.

    - Reactions from participating CUE test teams to the comparative evaluation of

    their work (The psychology of usability testing).

    - General lessons learned from CUE.

    - Prevention is better than cure.

    17.20 17.30 Closing comments, Tutorial Evaluation Forms

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    Advanced Usability Testing Methodology Agenda and Introduction

    CHI2002 A- 5 DialogDesign 2002

    AbstractMost usability professionals learned their skills by reading books on usability testing or by watchingsomeone else prepare and conduct tests. But how do we know that the particular way we learned to do

    usability testing is still the best way? Until the Comparative Usability Evaluation(CUE) project, there

    was little opportunity for usability professionals to objectively compare their various approaches. As it

    turns out, there are some striking differences in effectiveness.

    This seminar gives rare insights into the practical doings of usability professionals, normally shrouded

    behind walls of confidentiality. This seminar is not based on the personal opinions of one or two

    instructors but on the practical accumulated experience - both good and bad - of the thirteen

    professional usability labs who participated in the CUE-1 and CUE-2 projects, conducting controlled

    usability tests in realistic, industrial settings.Insight from these professional lab studies will enable you to assess and improve your abilities in usability

    test planning, scenario design, usability reporting and usability problem communication.

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    Advanced Usability Testing Methodology Agenda and Introduction

    CHI2002 A- 6 DialogDesign 2002

    Objectives of the Course

    You will learn

    What constitutes quality in usability testing

    Options available in planning a usability test, and how these choices may affect the outcome

    What makes a good usability test scenario, and how test scenarios impact the quality of a usability

    study

    What a usability problem is, and how usability problems are identified

    How many test participants are required to find for example 85% of the usability problems in a

    product Required characteristics of a usability report to assure its communicative value

    Novel communication techniques that are vastly superior to traditional usability problem

    communication through paper reports and video tapes

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    Advanced Usability Testing Methodology Agenda and Introduction

    CHI2002 A- 7 DialogDesign 2002

    Instructor Biography

    Rolf Molichowns and manages DialogDesign (www.DialogDesign.dk), a small Danish usabilityconsultancy. Rolf conceived and coordinated the comparative usability evaluation studies CUE-1 and

    CUE-2 where 13 professional usability teams tested the same application. Rolf was a principal

    investigator in the Nielsen Norman Group's recent large scale usability test of 20 US E-Commerce

    websites involving more than 60 users. Rolf has worked with usability since 1984; he is the co-inventor

    of the heuristic inspection method (with Jakob Nielsen) and the author of the best-selling Danish book

    User Friendly Computer Systems of which 25,000 copies have been sold.

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    CHI2002 Page B-1 DialogDesign 2002

    Advanced Usability Testing Methodology Copies of Slides

    Introduction

    Rolf Molich

    www.DIALOGDESIGN.dk

    Overview of this Tutorial

    l Focus on four critical areas within

    usability testing:

    Usability test planning and

    methodology.

    Task and scenario design.

    Identifying usability problems.

    Usability problem communication.

    l Conclusion.

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    CHI2002 Page B-2 DialogDesign 2002

    Advanced Usability Testing Methodology Copies of Slides

    Facts - Not Opinions

    This tutorial

    l Gives you a rare insight in the practical

    doings of real world usability

    professionals.

    l Is mostly based on the practical

    accumulated experience both good andbad of professional usability labs.

    l Is not based on the personal opinions of

    one or two instructors.

    We have our mouths full of users,

    but our practice is full of ourselves.

    - Marijke Rijsbermanin a CHI-WEB posting

    Beware of Opinions Disguised as Facts

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    CHI2002 Page B-3 DialogDesign 2002

    Advanced Usability Testing Methodology Copies of Slides

    CUE Overview

    Take a website.

    Take N professional usability teams.

    Let each team usability test the website.

    Are the results similar?

    l Investigate the reproducibility of

    usability test results.

    l Get an impression of REAL professional

    website usability testing procedures -

    not beautified descriptions.

    CUE Overview

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    CHI2002 Page B-4 DialogDesign 2002

    Advanced Usability Testing Methodology Copies of Slides

    Who Checks the Checker?

    l When did YOU last have an

    objective check of your usability

    testing skills?

    l Who would you trust as an

    evaluator of your usability testingskills?

    Quality in Usability Testing

    In my opinion

    l A successful usability test sharply reduces

    the number of disasters experienced by

    typical users in a user interface.

    This means:

    l Your success as a usability tester also

    depends on how much designers and

    programmers listen to your advice.

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    CHI2002 Page B-5 DialogDesign 2002

    Advanced Usability Testing Methodology Copies of Slides

    CUE-1: Comparative Usability Evaluation 1

    l Four professional teams usability tested the same

    Windows calendar program (Task Timer for

    Windows).

    l Two US teams (Sun, Rockwell), one English (NPL)

    and

    one Irish (HFRG, Univ. Cork).l See paper in section D of the tutorial documentation.

    l Results published in a panel and a paper at UPA98.

    l Main conclusions similar to CUE-2.

    CUE-2: Comparative Usability Evaluation 2

    l Nine teams have usability tested the

    same website, www.hotmail.com:

    Seven professional teams.

    Two student teams.

    l Four European, five US teams.

    l See paper in section D of the tutorial

    documentation.

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    CHI2002 Page B-6 DialogDesign 2002

    Advanced Usability Testing Methodology Copies of Slides

    NON Purposes of CUE

    l To pick a winner.

    l To make a profit.

    Usability Test Procedure

    l Website address (www.hotmail.com)

    disclosed at start of three week test period.

    l Client scenario.(written by Erika Kindlund and Meeta Arcuri)

    l Access to client through intermediary. (Erika Kindlund)

    l Three weeks to carry out test using preferred

    standard approach.

    l Deliver anonymized usability test report.

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    CHI2002 Page B-7 DialogDesign 2002

    Advanced Usability Testing Methodology Copies of Slides

    Some of the anonymous test reports are reproduced in

    the tutorial documentation.

    You can find the rest at

    http://www.dialogdesign.dk

    Not .com

    On the home page follow the link In English.

    Test Reports Freely Available

    Problems Found

    CUE-2 CUE-1

    Total number of problems 310 141

    Found by seven teams 1 - six teams 1 -

    five teams 4 -

    four teams 5 1

    three teams 17 1

    two teams 50 11

    Found only by one team 232 (75%) 128 (91%)

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    CHI2002 Page B-8 DialogDesign 2002

    Advanced Usability Testing Methodology Copies of Slides

    Resources Used in Real-Life Testing

    Team A B C D E F G H J

    Person hours

    used for test 136 123 84 (16) 130 50 107 45 218

    # Usability

    professionals 2 1 1 1 3 1 1 3 6

    Number of tests 7 6 5 (50) 9 5 11 4 6

    The Usability Test Lifecycle - Taxonomy

    This is how most teams structured

    their tests:

    l Prepare test.

    l Conduct test.

    l Communicate results.

    This structure applies not only for

    Think Aloud testing but for many other

    forms of testing like Focus Groups,

    Interviews, Observations, etc.

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    CHI2002 Page B-9 DialogDesign 2002

    Advanced Usability Testing Methodology Copies of Slides

    Taxonomy: Prepare Test

    l Appoint test facilitator.

    l Select test tasks and scenarios

    (together with developers).

    l Define test participant profile

    (together with developers).

    l Screen and recruit test participants.

    l Inform test participants.

    l Prepare test setup.

    Taxonomy: Conduct Test

    Test participants one by one:

    l Greet test participant.

    l Questionnaire: Background.

    l Ask for expectations.

    l Carry out test tasks one by one.

    Facilitator takes notes.

    l Debrief.

    l Hand over gift. Goodbye to test

    participant.

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    CHI2002 Page B-10 DialogDesign 2002

    Advanced Usability Testing Methodology Copies of Slides

    Taxonomy: Communicate Results

    l Consensus building with developers.

    l Communicate results.

    l Follow up on results.

    Recommended Readings

    Standard textbooks:

    l Joseph S. Dumas and Janice (Ginny) Redish

    A Practical Guide to Usability Testing.

    Intellectbooks 1999, www.intellectbooks.com

    ISBN 1-84150-020-8(US distributor: ISBS, Portland, OR, 1-800-944-6190).

    l Jeff Rubin

    Handbook of Usability Testing,

    John Wiley, New York NY, 1994

    ISBN 0-471-59403-2.

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    CHI2002 Page B-11 DialogDesign 2002

    Advanced Usability Testing Methodology Copies of Slides

    Other Resources

    CHI-WEB listserver:

    l http://www.acm.org/sigchi/web/chi-web.html

    l 5-50 postings per day.

    l Sample, recent discussion subjects:

    ADA (Standards for web accessibility)

    Forms evaluation

    Good uses for Flash

    The-usability-list-that-must-not-be-named.

    Except in a face-to-face conversation.